top of page
Meditating on hillside

CALM- 
Cash and Liability Mastery

CALM - 10 Short Videos Help You Master the Money Game: 

 

9 SHORT VIDEOS - An introductory course designed to bring peace to your financial journey.  Understanding what money really is, how to manage cash flow, and borrow smart, why, and how to invest.  The course condenses key financial concepts into an easy-to-understand roadmap that you can use with a Certified Liability Advisor™ and/or a Financial Advisor to succeed in the game of financial literacy.

​

VIDEO 10 - Summarizes the key concepts of the first 9 videos and offers you an opportunity to take The PIN/FIN Challenge:

 

Complete the challenge by taking a personal survey of your cash and liability mastery over your life to date.  Completing the worksheet allows you to view your PIN - Personal Income Numbers (lifetime earnings, current hourly rate, your tax rate, your overall assets and liabilities, how long you can stop working now without income) and your FIN - Financial Independence Numbers (how you are doing toward a point where you work less, what your gap is today and what your income might look like if you weren't working in the future).

Want individualized training?

We offer complimentary financial education to groups (including businesses) remotely or in person.

Reach out to find out more! 

01-

What is money

02- 

Your Money Story

03- 

3 Buckets

04- 

Money Dynamics

05-

Debt and Borrowing

06- 

Credit

07- 

Taxes

08- 

Savings

09- 

Inflation

10-

PIN FIN

pin fin physical .png
image.png

We look forward to being the guide on your homebuying and wealth-building journey.

© 2024 The Integrity Team a Division of American Pacific Mortgage Corporation. No guarantee of accuracy is expressed or implied. Programs shown may not include all options or pricing structures. Rates, terms, programs and underwriting policies subject to change without notice. This is not an offer to extend credit or a commitment to lend. All loans subject to underwriting approval. Some products may not be available in all states and restrictions may apply. Equal Housing Opportunity. Regulated by the Colorado Division of Real Estate.

​

NMLS# 1156378 | CO MLO# 100049038| Branch Address: 577 W Bagley Rd, Berea, OH 44017 | NMLS# 2461817 |

Phone: (440) 781-5691 | Company NMLS# 1850 | Corporate Office:  3000 Lava Ridge Court, Suite 200, Roseville, CA 95661

Branch is licensed in CO, OH, KY |  Not Available in New York. 

  • Facebook
  • LinkedIn
  • Instagram
  • Twitter
nifelogowhite.png
bottom of page